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Outgoing Messages

folder tree and a document list with useful information such as file name, file size, last modification date, and publisher. Multiple documents can be selected in the list. Attachment Options Before confirming the selection, the dialog provides two...

API Keys

An API key is a simple encrypted string that you can use when calling LogicalDOC APIs. Each user can generate multiple API keys, and each one can be used by an external application to connect to LogicalDOC in the name of that user. This is more secure...

API Keys (2)

An API key is a simple encrypted string that you can use when calling LogicalDOC APIs. Each user can generate multiple API keys, and each one can be used by an external application to connect to LogicalDOC in the name of that user. This is more secure...

Dropbox

(Tools > Dropbox > Import from Dropbox). Select the items that you wish to import from your Dropbox account. You can select multiple items. Once you have chosen, press Select. A popup message will appear asking you to confirm. Click Yes. When the...

Digital Signature Client

providers... to display the PKCS#11 providers detected on the computer. This diagnostic function is particularly useful when multiple signature applications or middleware packages are installed. The dialog identifies usable providers and whether they...

Single Sign-on

Authentication Service (CAS) is the most used single sign-on protocol for the web. Its purpose is to permit a user to access multiple applications while providing their credentials (such as userid and password) only once. It also allows web applications...

Autofill Using Fillers

contains a separate section for each filler in the chain, showing the result of its execution. For fillers that perform multiple processing steps, such as the Attribute Filler, the report provides a detailed breakdown of each stage, including the...

Barcodes

template, you can then select one of the available barcode templates or create a new one by clicking on New. You may define multiple barcode templates for the same document template. To create a new template, just click on New button and give the name...

Editing the metadata of a document

in the template's configuration. Saving the modifications Each time you make a change, a Save button is displayed. You must click on it to confirm all the changes. It will result in a new minor version being saved with your modifications. Bulk update...

Copying, Moving and Deleting documents

the destination folder and select the Paste item. As you can see, the documents were moved to the target location. Delete You must have the Delete permission to be able to delete documents. In the documents list select the elements you want to delete...

Send a document by Email

style="fa fa-info-circle"/] Properly configure the SMTP connection[/heading] To permit LogicalDOC to send emails, you must configure the connection to an SMTP server in the administration. [/alert]

Microsoft Office Addin

while the user continues to work in the native Microsoft Office application. Video overview Pre-requisites Microsoft Office must be installed on your Windows PC. Install the latest version of the LogicalDOC Office Add-in available from the LogicalDOC...

External Authentication

Validation: an automation procedure invoked any time a user is about to be authenticated through the LDAP to decide if it must be authenticated or not, or to perform further elaborations on the user itself. The automation procedure will receive the...

Templates

upload or edit a document, you can assign a template and specify the values for its attributes. To add a new template, you must click the Add template button and is sufficient to specify a unique name. Moreover, you can also select an existing template...

Import Folders

the source location to the Target folder of LogicalDOC specified in the configuration. The Batch parameter indicates the maximum number of elements inspected at each run. The content of the Ext. Properties tab is common to all the types. Depth: maximum...

Repositories

store resources used by LogicalDOC: exportdir: where the export archives are created importdir: where the import archives must be placed logdir: stores the log files plugindir: where the plugins save their settings userdir: contains resources associated...

Parameters

to live (expressed in hours) of a download ticket cleaner.docsretention: Number of days that a logically deleted document must be retained

Designing a Workflow

Management As well as the name and description, you can set the Escalation Management, that is composed by: Due date: the maximum task duration Remind-Time: defines, after the due date time is expired, how often the involved users will be remembered by...

Completing a Task

will move on through the selected transition. Appending new documents Sometimes your work produces new documents which must be appended to the workflow, in this case just click on Add Documents to browse the folders and choose the documents to add, you...

Archive Viewer

listing of all documents inside an archive Search: among documents into the archive After launching the application, you must click on File > Open and search the archive folder. This folder can be in a hard disk area or into a CD / DVD. If has been...